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iShares Core S&P 500 ETF

3,982 hedge funds and large institutions have $552B invested in iShares Core S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 1,774 increasing their positions, 1,518 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 124

17% more repeat investments, than reductions

Existing positions increased: 1,774 | Existing positions reduced: 1,518

0% less funds holding

Funds holding: 4,0023,982 (-20)

1.92% less ownership

Funds ownership: 78.97%77.05% (-1.9%)

2% less funds holding in top 10

Funds holding in top 10: 1,2771,247 (-30)

6% less capital invested

Capital invested by funds: $587B → $552B (-$34.8B)

14% less call options, than puts

Call options by funds: $1.88B | Put options by funds: $2.2B

Holders
3,982
Holders Change
-20
Holders Change %
-0.5%
% of All Funds
48.94%
Holding in Top 10
1,247
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-2.35%
% of All Funds
15.33%
New
168
Increased
1,774
Reduced
1,518
Closed
124
Calls
$1.88B
Puts
$2.2B
Net Calls
-$313M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WFS
1801
WealthGarden F.S.
California
$4.63M +$813K +1,191 +20%
SIA
1802
SeaBridge Investment Advisors
New Jersey
$4.62M +$99.7K +146 +2%
PCM
1803
Palisade Capital Management
New Jersey
$4.62M -$3.48M -5,102 -42%
NEPWA
1804
New England Private Wealth Advisors
Massachusetts
$4.61M +$6.15K +9 +0.1%
KF
1805
KKM Financial
Illinois
$4.61M
PHWA
1806
Petersen Hastings Wealth Advisors
Washington
$4.61M -$28.7K -42 -0.6%
DM
1807
Diversified Management
Wisconsin
$4.6M +$337K +494 +8%
CFP
1808
Comprehensive Financial Planning
Pennsylvania
$4.6M +$489K +716 +11%
Hudson Bay Capital Management
1809
Hudson Bay Capital Management
Connecticut
$4.57M +$4.78M +7,000 New
DTC
1810
Davidson Trust Company
Washington
$4.56M
MWM
1811
McNaughton Wealth Management
California
$4.55M -$34.8K -51 -0.7%
WCG
1812
Weaver Consulting Group
California
$4.54M -$17.1K -25 -0.4%
HAP
1813
Harbor Asset Planning
Massachusetts
$4.54M +$11.6K +17 +0.2%
MO
1814
McMillan Office
Michigan
$4.54M
PG
1815
Prostatis Group
Maryland
$4.53M -$1.2M -1,753 -20%
FWTB
1816
First Western Trust Bank
Colorado
$4.52M +$1.89M +2,771 +67%
SJGA
1817
Stephen J. Garry & Associates
New York
$4.52M -$352K -515 -7%
IA
1818
Inspire Advisors
Idaho
$4.52M +$1.22M +1,788 +35%
EIP
1819
Ellis Investment Partners
Pennsylvania
$4.52M -$16.4K -24 -0.3%
BPC
1820
Bearing Point Capital
Minnesota
$4.5M -$281K -411 -6%
SWGC
1821
Summit Wealth Group (Colorado)
Colorado
$4.5M +$771K +1,129 +20%
OCFG
1822
O'Connor Financial Group
Illinois
$4.49M -$60.1K -88 -1%
HFS
1823
Howard Financial Services
Texas
$4.49M +$193K +282 +4%
LAM
1824
LOM Asset Management
$4.48M -$88.8K -130 -2%
CPCM
1825
Cornerstone Partners Capital Management
Virginia
$4.48M -$367K -537 -7%

IVV Hedge Fund Activity: Q1 2026 in Review

3,982 of the 8,136 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q1 2026, worth a combined $552B — down 5.9% from $587B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new IVV positions and 124 closed out — a net gain of 44 holders — while 1,774 added to existing stakes and 1,518 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.51B. The largest seller was Corient Private Wealth, cutting an estimated $11.6B.

  • 3,982 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2026, down from 4,002 in Q4 2025.
  • Funds reported $552B of iShares Core S&P 500 ETF stock for Q1 2026, down 5.9% quarter-over-quarter.
  • 168 funds opened new iShares Core S&P 500 ETF positions in Q1 2026 and 124 closed out, a net change of +44 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $8.51B added.
  • The largest iShares Core S&P 500 ETF seller in Q1 2026 was Corient Private Wealth, an estimated $11.6B sold.

Based on aggregated 13F filings for Q1 2026.